Investments: Pacific Excel Wealth Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Pacific Excel Wealth Advisors, Inc.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
77.704.065 $+33.531.742 $
+70,2 %
44.172.323 $+44.172.323 $
BANK OF AMERICA CORP /DE/BAC37.542.143 $+15.782.571 $
+72,5 %
21.759.572 $+21.759.572 $
VANGUARD GROUP INC5.730.869 $+2.068.319 $
+56,5 %
3.662.550 $+3.662.550 $
BlackRock, Inc.BLK4.352.127 $+2.856.244 $
+190,9 %
1.495.883 $+1.495.883 $
STATE STREET CORPSTT2.990.829 $+1.120.474 $
+59,9 %
1.870.355 $+1.870.355 $
FIRST TRUST ADVISORS LP2.833.976 $+1.229.031 $
+76,6 %
1.604.945 $+1.604.945 $
CHEVRON CORPCVX2.773.974 $+1.710.955 $
+161,0 %
1.063.019 $+1.063.019 $
APPFOLIO INCAPPF2.180.313 $+41.709 $
+2,0 %
2.138.604 $+2.138.604 $
MORGAN STANLEYMS1.318.838 $+1.052.988 $
+396,1 %
265.850 $+265.850 $
NVIDIA CORPNVDA1.190.634 $+441.310 $
+58,9 %
749.324 $+749.324 $
MICROSOFT CORPMSFT1.094.653 $+198.140 $
+22,1 %
896.513 $+896.513 $
Alphabet Inc.GOOGL1.076.212 $+308.848 $
+40,2 %
767.364 $+767.364 $
Meta Platforms, Inc.META1.045.278 $+272.188 $
+35,2 %
773.090 $+773.090 $
Broadcom Inc.AVGO933.828 $+202.661 $
+27,7 %
731.167 $+731.167 $
AMAZON COM INCAMZN912.013 $+214.939 $
+30,8 %
697.074 $+697.074 $
RAYMOND JAMES FINANCIAL INCRJF864.409 $+368.076 $
+74,2 %
496.333 $+496.333 $
BlackRock Fund Advisors837.557 $+231.010 $
+38,1 %
606.547 $+606.547 $
Tesla, Inc.TSLA737.192 $+114.762 $
+18,4 %
622.430 $+622.430 $
EXXON MOBIL CORPXOM662.119 $+408.351 $
+160,9 %
253.768 $+253.768 $
GraniteShares Gold TrustBAR662.012 $+136.160 $
+25,9 %
525.852 $+525.852 $
ISHARES GOLD TRUSTIAU639.331 $+135.686 $
+26,9 %
503.645 $+503.645 $
VISA INC.V633.790 $+204.818 $
+47,7 %
428.972 $+428.972 $
ASML HOLDING NVASML614.186 $+298.972 $
+94,8 %
315.214 $+315.214 $
ASTRAZENECA PLCAZN612.173 $+287.749 $
+88,7 %
324.424 $+324.424 $
AbbVie Inc.ABBV494.459 $-21.168 $
-4,1 %
515.627 $+515.627 $
ELI LILLY & CoLLY475.541 $+110.563 $
+30,3 %
364.978 $+364.978 $
CITIGROUP INCC464.364 $+464.364 $
SPDR GOLD TRUSTGLD436.314 $+199.189 $
+84,0 %
237.125 $+237.125 $
JPMORGAN CHASE & COJPM357.826 $+92.242 $
+34,7 %
265.584 $+265.584 $
Philip Morris International Inc.PM292.238 $+292.238 $
VERTEX PHARMACEUTICALS INC / MAVRTX279.085 $+279.085 $
SHOPIFY INC.SHOP273.297 $+36.783 $
+15,6 %
236.514 $+236.514 $
TotalEnergies SETTE257.565 $+257.565 $
CARRIER GLOBAL CorpCARR255.197 $+255.197 $
GENERAL ELECTRIC COGE254.831 $+254.831 $
INTUITIVE SURGICAL INCISRG231.422 $+231.422 $
Chubb LtdCB225.575 $+225.575 $
Cloudflare, Inc.NET215.824 $+215.824 $
MICRON TECHNOLOGY INCMU211.169 $+211.169 $
NORTHROP GRUMMAN CORP /DE/NOC208.757 $+208.757 $
UNITED THERAPEUTICS CorpUTHR203.989 $+203.989 $
NETFLIX INCNFLX201.916 $+201.916 $
Banco Santander, S.A.SAN126.240 $+126.240 $
77.704.065 $+33.531.742 $
+70,2 %
44.172.323 $+44.172.323 $
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